Position in HLN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$744,589
-$40,835 QoQ
Shares Held
79,806
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#160
of 640 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Arkadios Wealth Advisors holds $9,536,496 across 8 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMRX |
Amneal Pharmaceuticals, Inc.
|
329,652 | $5,706,275 | |
| 2 | ANIP |
Ani Pharmaceuticals Inc
|
11,732 | $971,174 | |
| 3 | HLN |
Haleon plc
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|
79,806 | $744,589 | |
| 4 | ZTS |
Zoetis Inc.
|
9,953 | $715,221 | |
| 5 | VTRS |
Viatris Inc
|
35,208 | $559,102 | |
| 6 | HIMS |
Hims & Hers Health, Inc.
|
15,265 | $529,236 | |
| 7 | ELAN |
Elanco Animal Health Inc
|
12,325 | $303,317 | |
| 8 | CTOR |
Citius Oncology, Inc.
|
11,666 | $7,582 |
All Filings in HLN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,589 | 79,806 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $785,424 | 78,464 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $790,035 | 78,144 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $724,631 | 80,784 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $804,970 | 77,625 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $774,692 | 75,286 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $723,446 | 75,833 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $802,588 | 75,859 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $636,647 | 77,076 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $635,994 | 74,911 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $624,171 | 75,841 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $478,958 | 57,498 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $479,067 | 57,168 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $460,227 | 56,539 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $438,736 | 54,842 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $330,358 | 54,246 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||